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Ea Series Trust shares owned by Forum Financial Management

Quarter-by-quarter ownership of Ea Series Trust (BSVO) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in Ea Series Trust

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All positions including Ea Series Trust held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 758k 21.01
2023-09-30 $14M 776k 18.27
2023-06-30 $14M 784k 17.83
2023-03-31 $15M 830k 17.53

More positions owned by Forum Financial Management

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Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
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Amgen (AMGN)
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Apple (AAPL)
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Ishares Tr National Mun Etf (MUB)
Old Second Ban (OSBC)

View all positions for Forum Financial Management

Top funds holding Ea Series Trust

Buckingham Asset Management
Buckingham Strategic Partners
Keb Asset Management
Claris Advisors, Llc / Mo /
Hill Investment Group Partners
Peirce Capital Management
Forum Financial Management
EverSource Wealth Advisors
Gibson Capital
Lauterbach Financial Advisors
Kraft Asset Management
Dopkins Wealth Management
Advisor Group Holdings
Evanson Asset Management
Jackson Thornton Asset Management

View all funds holding Ea Series Trust